View PDF Document type: PDF Carleton University Retirement Plan – Termination Election 68 KB Used by terminating employees to elect an option for their retirement assets. View PDF Document type: PDF Locked-In Transfer Agreement 53 KB Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date. View PDF Document type: PDF Pension Beneficiary Form 87 KB Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance. View PDF Document type: PDF RPP Transfer Agreement 128 KB For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date. View PDF Document type: PDF Spousal consent to a transfer to a Life Income Fund (LIF) 47 KB View PDF Document type: PDF Spousal Pension Adjustment 118 KB View PDF Document type: PDF T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3 361 KB Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete. View PDF Document type: PDF TD1 – Federal Tax Form 148 KB View PDF Document type: PDF TD1ON – Provincial Tax Form 192 KB View PDF Document type: PDF U.S. Direct Deposit Request Form 78 KB Direct deposit for US Residents. View PDF Document type: PDF Waiver of Joint & Survivor Pension 107 KB Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete. Share: Twitter, Facebook Short URL: https://carleton.ca/hr/?p=95